Accessing Collection Activity

Procedure

To access the collection activity for a customer:

1. From the Main menu, select Work Queue.
   The Work Queue Summary screen displays the customers in your work queue for whom you have current or overdue action items. The list is sorted by action item priority (the customer with the most high priority action items will be listed first). The Priority column lists the highest priority for any action item for the customer.

Note:  If your work queue has more than a maximum number of customers, the maximum number of customers displays with a message notifying you that there are additional customers with action items. You can enter search criteria to locate the additional customers.

2. Enter search information to locate the customer you want to work with and click Search. You can search by criteria, such as collector or oldest aging bucket, or create advanced filters to select customers with certain aging characteristics. More
   The Search Results section displays the customers matching the search information you enter.

3. In the Search Results section, sort the customers according to the way you prioritize your work by clicking on the column header. For example, sort the screen so that the customers with the highest Total Past Due are at the top of the screen by clicking the Total Past Due column header. The information sorts in either ascending or descending order depending on how your business administrator configures the screen. A second click sorts in the reverse order.

4. To access collection activities for a customer, in the Go To column for the customer, select Collection Activity.
   The Collection Activity screen displays details for the action items for the customer you selected. The screen displays action items by due date with the oldest action items first. The screen displays 10 action items per page with arrows to navigate between the pages. You can sort the Collection Activity by clicking on any underlined column header.